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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,704 | $183,592-60.9% | $155,574-53.9% | $145,877-50.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.36% | 61.37%-52.0pp | 64.87%-55.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,807 | $5,317-47.2% | $4,676-40.0% | $4,663-39.8% |
| Participant deferral / active EE | $14,439 | $6,466+123.3% | $5,629+156.5% | $6,691+115.8% |
| Admin fee / account holder | $30,148 | $19,316+56.1% | $15,914+89.4% | $13,402+124.9% |